The new model of "Submitting" in the new forces of the car in the year is densely released and will set off a new round of competition

Reporter Gong Mengze

The ranking of "Wei Xiaoli" for new vehicles has changed again. As of July 4, new forces such as Weilai, ideal, Xiaopeng, etc. have released the delivery data in June, and the transcript in the first half of the year has also been released. Among the new vehicles that have been announced for sales data, the top 5 sales volumes of the top 5 sales volume exceeded 10,000 vehicles, and the sales volume in the first half of the year also exceeded 50,000. Among them, Xiaopeng Automobile became a "double material champion" with a monthly sales volume of 15,000 vehicles and the first half of the first half of the year.

In addition, the new energy brands of traditional car companies such as GAC Ean, Selis, and Jiwen also announced sales. GAC Ean temporarily ranked first with 24,100 sales.

"Securities Daily" reporter noticed that from the data delivery data in June, the new forces of vehicles have gradually got rid of the impact of the epidemic since April, and the delivery of new cars has accelerated. At the same time, in the second half of the year, the new car will be released to release a dense period, which will be superimposed with the favorable consumption policy. The China Automobile Association predicts that the national new energy vehicle sales will reach 5 million units in 2022, a year -on -year increase of 42%.

Mainstream new forces delivered in June

Collective breaking 10,000

Judging from the data delivery data in June, the number of five mainstream new forces has rebounded sharply, and all exceeded 10,000 vehicles. Among them, in June, Xiaopeng Automobile's total delivery was 15295 units, an increase of 133%year -on -year, ranking first. From January to June this year, Xiaopeng delivered a total of 6,8983 units, which was 2.2 times the accumulated delivery volume in the same period last year. The total delivery volume in the first half of the year also ranked first.

Nezha, which was delivered in June, was also eye -catching. In June, Nezha's delivery volume reached 13,157 units, an increase of 156%year -on -year, an increase of 20%month -on -month, and achieved a year -on -year increase of 24 months. In the first half of this year, Nezha's cumulative sales of 63,131 vehicles, an increase of 199%year -on -year. As of the end of June, Nezha Automobile had delivered a total of 159,108 vehicles. On the specific model, in June, the Nezha U car series delivered 4010 units, an increase of 150%year -on -year; the V -vehicle series delivered 9,147 units, a single monthly delivery of a record high, an increase of 159%year -on -year, and the sales volume of bicycle models exceeded 90,000 units.

With only an ideal ONE delivery model, the ideal car firmly occupies the throne of the delivery of the third place. In June, the ideal car delivered 13024 ideal ONE, an increase of 68.9%year -on -year. In the second quarter, a total of 28,687 vehicles were delivered, a year -on -year increase of 63.2%. Since the delivery, the ideal ONE has delivered a total of 18,4491 vehicles.

Recently, Weilai Automobile, who was shorted by the "Grizzlies", inspired investors' confidence through dazzling delivery data. On July 1, Weilai announced the delivery in June 2022, and delivered a total of 1,2961 new vehicles, an increase of 60.3%year -on -year, and the monthly delivery volume was newly delivered. In the second quarter, Weilai delivered a total of 25059 new vehicles, an increase of 14.4%year -on -year, and was growing positively in 9 consecutive quarters. From January to June, Weilai delivered 50,827 new cars, an increase of 21.1%year -on -year. Weilai vehicles have been delivered to 21,7897 vehicles.

Data show that Zero Running Cars's delivery volume reached 11,259 units in June this year, an increase of 185.69%year -on -year; the cumulative delivery volume from January to June was 51,994 LIANG, a cumulative increase of more than 265%year -on -year. Since the delivery, the cumulative delivery volume of Zero Running Cars has reached 103,814 vehicles. On June 28, Zero -run Cars ushered in the offline of the next hundred thousands of production cars.

In addition, the sales volume announced this month is Ean and Kim Kang Selis, of which Ean's sales in June were 24,109 units. In the June production and sales report, Well -off stated that Selis's sales in June were 7,658 vehicles.

From the perspective of the entire industry, the number of models in the new energy vehicle market has increased, and most brands are trying to stabilize their respective fields. Some opinions believe that at this stage, refer to the subdivision of the traditional automobile market. According to the dimensions of model prices and brand positioning, and then combine the absolute value of sales for ranking analysis.

New models are densely released

Fight for market space

At the beginning of 2022, after the short opening of the door at the beginning of the year, the Chinese auto market stepped into the low tide under the criticism of multiple unfavorable factors such as multi -point epidemic and insufficient chip supply. In March and April of this year, the automotive industry's industry chain and supply chain experienced the most harsh test in history. The continuous epidemic has severely damaged the two major Chinese automotive industries, Changchun and Shanghai. Some companies have stopped labor and production, logistics and transportation has been greatly hindered, and its production supply capacity has declined sharply.

With the resumption of work represented by the Yangtze River Delta region, the domestic automobile market recovered in May, led by Tesla, Weilai, Xiaopeng, ideal and other new forces brands, plus BYD, FAW, Geely, GAC, GAC, GAC The traditional car companies represented by traditional car companies will accelerate the resumption of work and re -production.

From June, the domestic automotive market was waiting for 60 billion yuan in stimulus policies. The supply chain was restored, the superimized policy stimulus, and the consumption was strong. According to the Federation of Federation, the trend of the new energy vehicle of the main manufacturers in June showed ultra -high -speed growth. It is expected that nearly 500,000 new energy vehicles were retail in June this year, which is expected to hit a record high.

"From this day, all the ideal L9 exhibition cars of all retail centers across the country have arrived at the store." Shen Yanan, co -founder and president of the ideal car, released the charge signal on July 1.

In Weilai Automobile, the supply chain and vehicle production in June have been fully restored, and the delivery of Shanghai and other places has stepped on track. Next, Weilai Second Production Base, located in Xinqiao Smart Electric Vehicle Industry Park, will also be officially put into production in the third quarter. In June, the cumulative delivery of Xiaopeng Automobile's history officially exceeded 200,000 vehicles. "As the core supply chain accelerates the resumption of work, it has resumed the double class production of the Zhaoqing plant in mid -May. Since the resumption of dual -class production, the delivery scale has continued to grow." At present, the company has accumulated a large number of orders accumulated since the first quarter.

At the same time, the new forces have recently scrambled to release new models. In mid -June, Weilai released a large SUV ES7 medium SUV ES7 and ES8, ES6, and EC6 equipped with Alder Chiyang Smart System. The above models will be delivered in August.

On June 21, the ideal car officially released the global smart flagship SUV — the ideal L9. "Ideal L9 has received positive feedback and widely recognized by users since its release on June 21. As of June 24, the ideal L9 users who paid a 5,000 yuan budget for more than 30,000 were paid." Shen Yanan said.

As a long -term sales, Xiaopeng Automobile is also having the layout of the model matrix. According to He Xiaopeng, chairman of Xiaopeng Automobile, its first medium and large -scale pure electric SUV Xiaopeng G9 will be available in the third quarter of this year and will be delivered in the fourth quarter. Next year, Xiaopeng will also launch two new platform models. Full coverage of 150,000 to 400,000 yuan price range.

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